The Regents of the University of California

Institutional Investor California, United States ·Founded 1868

Overview

The Regents of the University of California, through the Office of the Chief Investment Officer, manage a diverse portfolio encompassing retirement, endowment, and cash assets. This portfolio is designed to support the university's mission of education, research, and public service. The office operates under policies and guidelines established by the Regents, aiming to implement investment strategies that add value over benchmarks within a risk-controlled framework. As of May 2024, the portfolio totaled approximately $175 billion, with retirement assets comprising about 74%, endowment assets about 14%, and cash assets approximately 11%. The investment strategy is multifaceted, focusing on various asset classes such as fixed income, private equity, venture capital, real estate, hedge funds, commodities, crypto, infrastructure, collectibles and art, distressed and special situations, and ESG and impact investing. The office engages in investments across multiple stages, including pre-seed, seed, early stage, series A, series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, the office's investments span numerous countries, including the United States, United Kingdom, Canada, Germany, France, Japan, China, India, Australia, Brazil, South Korea, Mexico, Italy, Spain, Netherlands, Sweden, Switzerland, South Africa, Singapore, and Hong Kong. The Regents' investment philosophy emphasizes ethical and professional standards, aiming to provide substantial benefits to current and retired employees while supporting the university's educational and research objectives. The office's governance structure includes a Chief Investment Officer who reports jointly to the Regents and the President of the University, ensuring alignment with the university's broader goals and compliance with established policies and performance benchmarks.

Investment Focus

  • Alignment with the University of California's mission and values
  • Compliance with established investment policies and guidelines
  • Adherence to ethical and professional standards
  • Risk-controlled investment strategies

Portfolio Companies

Blue Owl Technology FinancePattern Energy Group IIPontifax AgTechTPG Capital VIIITPG Growth IV

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Frequently asked questions about The Regents of the University of California

What sectors does The Regents of the University of California invest in?

The Regents of the University of California invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. The Regents of the University of California is listed as a institutional investor in the ConnectSafely investor database.

What stage does The Regents of the University of California invest at?

The Regents of the University of California backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 1B.

Which regions does The Regents of the University of California invest in?

The Regents of the University of California invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.

What companies has The Regents of the University of California invested in?

The Regents of the University of California's portfolio includes Blue Owl Technology Finance, Pattern Energy Group II, Pontifax AgTech, TPG Capital VIII and TPG Growth IV.

Last updated · Source: ConnectSafely investor database